SBI Okasan Asset Management Co.Ltd. Invests $722,000 in CMS Energy Corporation $CMS

Posted by Geri Gentry on May 30th, 2026

SBI Okasan Asset Management Co.Ltd. acquired a new position in shares of CMS Energy Corporation (NYSE:CMS – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 10,300 shares of the utilities provider’s stock, valued at approximately $722,000.

Other institutional investors also recently modified their holdings of the company. AE Wealth Management LLC increased its stake in shares of CMS Energy by 5.8% during the 3rd quarter. AE Wealth Management LLC now owns 244,165 shares of the utilities provider’s stock worth $17,888,000 after purchasing an additional 13,481 shares during the last quarter. Cidel Asset Management Inc. increased its stake in shares of CMS Energy by 7.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 346,729 shares of the utilities provider’s stock worth $25,401,000 after purchasing an additional 24,071 shares during the last quarter. Swiss Life Asset Management Ltd increased its stake in shares of CMS Energy by 62.2% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 74,552 shares of the utilities provider’s stock worth $5,462,000 after purchasing an additional 28,577 shares during the last quarter. Aberdeen Group plc increased its stake in shares of CMS Energy by 14.5% during the 4th quarter. Aberdeen Group plc now owns 877,487 shares of the utilities provider’s stock worth $61,363,000 after purchasing an additional 111,075 shares during the last quarter. Finally, iA Global Asset Management Inc. increased its stake in shares of CMS Energy by 2.3% during the 4th quarter. iA Global Asset Management Inc. now owns 1,323,167 shares of the utilities provider’s stock worth $92,529,000 after purchasing an additional 30,000 shares during the last quarter. 93.57% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other CMS Energy news, CAO Scott B. Mcintosh sold 1,750 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $78.20, for a total transaction of $136,850.00. Following the transaction, the chief accounting officer owned 24,223 shares in the company, valued at $1,894,238.60. This represents a 6.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Brandon J. Hofmeister sold 3,000 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $74.31, for a total transaction of $222,930.00. Following the transaction, the senior vice president owned 67,111 shares in the company, valued at approximately $4,987,018.41. The trade was a 4.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on CMS. KeyCorp boosted their price objective on shares of CMS Energy from $79.00 to $83.00 and gave the stock an “overweight” rating in a research note on Monday, March 2nd. BMO Capital Markets lowered their price objective on shares of CMS Energy from $85.00 to $82.00 and set an “outperform” rating on the stock in a research note on Monday, May 11th. Williams Trading set a $80.00 price target on shares of CMS Energy in a research note on Monday, February 9th. Morgan Stanley set a $77.00 price target on shares of CMS Energy in a research note on Thursday, May 21st. Finally, Bank of America upped their price target on shares of CMS Energy from $82.00 to $88.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. Eight research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, CMS Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $80.83.

Get Our Latest Report on CMS Energy

CMS Energy Stock Down 0.8%

Shares of CMS opened at $72.60 on Friday. CMS Energy Corporation has a 52 week low of $68.37 and a 52 week high of $80.36. The firm has a market cap of $22.43 billion, a P/E ratio of 20.05, a price-to-earnings-growth ratio of 2.65 and a beta of 0.37. The firm’s 50-day simple moving average is $75.70 and its 200 day simple moving average is $74.02. The company has a debt-to-equity ratio of 1.80, a quick ratio of 0.66 and a current ratio of 0.84.

CMS Energy (NYSE:CMS – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The utilities provider reported $1.13 EPS for the quarter, beating analysts’ consensus estimates of $1.11 by $0.02. CMS Energy had a net margin of 12.55% and a return on equity of 12.17%. The business had revenue of $2.73 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same quarter in the prior year, the business earned $1.02 EPS. CMS Energy’s quarterly revenue was up 11.6% on a year-over-year basis. CMS Energy has set its FY 2026 guidance at 3.830-3.90 EPS. On average, analysts forecast that CMS Energy Corporation will post 3.87 earnings per share for the current year.

CMS Energy Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 8th were paid a $0.57 dividend. The ex-dividend date was Friday, May 8th. This represents a $2.28 dividend on an annualized basis and a yield of 3.1%. CMS Energy’s dividend payout ratio is 62.98%.

CMS Energy Profile

(Free Report)

CMS Energy (NYSE: CMS) is an energy company based in Jackson, Michigan, whose principal business is the regulated utility operations of its subsidiary, Consumers Energy. The company is primarily focused on providing electric and natural gas service to customers in Michigan, operating the generation, transmission and distribution infrastructure necessary to deliver energy to residential, commercial and industrial customers. Headquartered in Jackson, CMS Energy conducts its core activities within the state and is regulated by state utility authorities.

Through Consumers Energy and related subsidiaries, CMS Energy develops, owns and operates a portfolio of generation assets and delivers a range of customer-facing services, including electricity and natural gas supply, grid management, energy efficiency programs and demand-response offerings.